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Building 2PETROVIC FINANCIAL SERVICES

Map pinPRAIRIE VILLAGE, KS
Phone913-385-5523
NotebookSEC #801-101526
Total AUM
$203.5M
Employees
3
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4200 SOMERSET DRIVE
SUITE 217
PRAIRIE VILLAGE
KS 66208-5249
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
913-385-5523

ReceiptFinancials

Total AUM
$203.5M
Accounts
493
Discretionary
$194.2M
Accounts
491
Non-Discretionary
$9.3M
Accounts
2

ContactClients

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Individual Clients
107
AUM
$41.3M
HNW Individual Clients
57
AUM
$152.9M
Charitable Organization Clients
1
AUM
$6.5M
Other Clients
1
AUM
$2.8M
Description of Other Clients
INVESTMENT CLUB

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSMOTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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